AUMdb

Westminster Manor 403(b) Plan

Sponsored by Westminster Manor · EIN 741501375 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
414
With balances
437

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Benefit Plans Administrative Srvcs Contract administrator, Direct payment from the plan, Recordkeeping fees $31,117
Frost National Bank Consulting (general), Investment management, Investment advisory (participants) $27,213